IRS & State Tax Representation

Don't lose sleep over tax exams, contact us right away and we'll probably make you feel better right away.

The heat is being turned up on traders, wealthy taxpayers, offshore accounts and more with IRS and state tax exams. Our CPAs and tax attorneys are the best people to have in your corner. Start with a 30-minute consultation with our IRS and state tax experts and if we agree to represent you in a notice, exam, appeal or tax court petition, then purchase our IRS or state representation service. Learn more and purchase now.

Traders open the door to IRS and state exams by botching cost-basis reporting, trader tax compliance and international matters. Start off by reading our Trader Tax Center page: Dealing with the IRS & States. We have the fewest traders examined, and the best record in dealing with the IRS. A very small number of our trader tax compliance clients have been examined by the IRS since the new trader tax laws were passed in 1997. To date, we’ve had very favorable results.

We have also been engaged by many traders who want us to represent them before the IRS or state after their tax preparer botched their returns or they self-prepared the returns incorrectly. Wow! We can’t believe all the poor work we have seen, including many returns done by our copycat competitors who profess to be trader tax experts.

Non-Traders: We’ve successfully defended all sorts of clients before the IRS and state since our founding in 1983.

Testimonials

I was in the webinar today (IRS and state exam controversy for traders) – and thought it was very high quality, was packed full of details, was well presented – and on a topic that is of paramount interest for me. It was really good.